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State Street SPDR Portfolio S&P 500 Value ETF
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1,055 hedge funds and large institutions have $25B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 445 increasing their positions, 345 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

991% more call options, than puts

Call options by funds: $6.94M | Put options by funds: $636K

70% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 50

29% more repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 345

12% more capital invested

Capital invested by funds: $22.2B → $25B (+$2.75B)

3.64% more ownership

Funds ownership: 83.35% → 86.98% (+3.6%)

1% more funds holding

Funds holding: 1,047 → 1,055 (+8)

9% less funds holding in top 10

Funds holding in top 10: 158 → 144 (-14)

Holders
1,055
Holders Change
+8
Holders Change %
+0.76%
% of All Funds
13.85%
Holding in Top 10
144
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-8.86%
% of All Funds
1.89%
New
85
Increased
445
Reduced
345
Closed
50
Calls
$6.94M
Puts
$636K
Net Calls
+$6.3M
Net Calls Change
-$11.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.04B
2
VIA
Vantagepoint Investment Advisers
District of Columbia
+$240M
3
AF
Allworth Financial
California
+$144M
4
LPL Financial
LPL Financial
California
+$70M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$67M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$115M
2
HI
Horizon Investments
North Carolina
-$60.1M
3
Morgan Stanley
Morgan Stanley
New York
-$44.5M
4
MYIA
Mount Yale Investment Advisors
Colorado
-$42.7M
5
Franklin Resources
Franklin Resources
California
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
176
Sargent Investment Group
Maryland
$14.5M +$405K +7,515 +3%
AWM
177
Atticus Wealth Management
Florida
$14.5M -$561K -10,420 -4%
KWM
178
Kingsview Wealth Management
Oregon
$14.4M -$32.5K -604 -0.2%
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$14.4M -$144K -2,674 -1%
SF
180
Symphony Financial
Texas
$14.2M +$472K +8,773 +4%
PA
181
Probity Advisors
Texas
$14.2M +$982K +18,229 +8%
DWM
182
Dogwood Wealth Management
Kansas
$14.1M +$1.03M +19,214 +8%
MWM
183
Meridian Wealth Management
Kentucky
$14.1M +$169K +3,132 +1%
VBFP
184
Valtinson Bruner Financial Planning
Minnesota
$13.8M +$644K +11,952 +5%
MFA
185
Millington Financial Advisors
Illinois
$13.6M -$1.09M -20,233 -8%
SI
186
Stephens Inc
Arkansas
$13.5M +$696K +12,924 +6%
CSP
187
Cary Street Partners
Virginia
$13.4M -$840K -15,605 -6%
KAS
188
Kestra Advisory Services
Texas
$13.4M +$2.35M +43,675 +22%
Legacy Financial Group (Iowa)
189
Legacy Financial Group (Iowa)
Iowa
$13.2M -$300K -5,569 -2%
HPC
190
Hobart Private Capital
North Carolina
$13M -$13.1K -244 -0.1%
DI
191
Diligent Investors
California
$12.8M -$2.93M -54,337 -19%
ORG
192
Optimist Retirement Group
Washington
$12.8M +$13.3K +247 +0.1%
NC
193
NewSquare Capital
Pennsylvania
$12.7M -$124K -2,301 -1%
GIA
194
GHP Investment Advisors
Colorado
$12.6M +$351K +6,515 +3%
FC
195
Financial Council
Maryland
$12.5M +$181K +3,359 +2%
LFG
196
Larson Financial Group
Missouri
$12.4M -$1.88M -34,841 -13%
Lido Advisors
197
Lido Advisors
California
$12.3M +$7.1M +131,833 +145%
RWM
198
Reston Wealth Management
Virginia
$12.2M -$2.05K -38 -0%
MPM
199
Meritage Portfolio Management
Kansas
$12M -$342K -6,347 -3%
CF
200
Collier Financial
Colorado
$11.8M +$11.5M +213,944 New
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